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Salary/Rate
£35000 - £40000/annum 
Location
Lancaster, Lancashire  
Posted
26/06/2015 (16:19) 
Agency
Job Type
Permanent 
Description

Due to continued success our client, a well-established and fully independent market leader within the financial services industry is actively seeking an experienced, results driven and ambitious Independent Financial Advisor to complement their growing team on a permanent basis.
Joining a team of over 150 professionally qualified Independent Financial Advisors, key responsibilities will include;
• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.
• Act in a compliant manner, providing…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Taunton, Somerset Also in 1 other location 
Posted
19/06/2015 (12:21) 
Agency
Job Type
Permanent 
Description

My client is a leading, long established, Financial Services firm with several offices across Somerset and Devon. With a passion for providing a personal service to their clients, they are experiencing year on year growth and are expanding their business.
We are seeking an experienced Independent Financial Advisor to be based from their Taunton office. Depending on your circumstances, this could be on either an employed or self-employed basis.
Our client is innovative and well respected and offer a whole range of products from the whole of the UK market place. There is a continual influx of new leads which require expert advice…

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Salary/Rate
£50000 - £60000/annum benefits 
Location
Somerset  
Posted
18/06/2015 (16:25) 
Agency
Job Type
Permanent 
Description

A Chartered Financial Planning firm are looking for an Independent Financial Advisor to manage a portfolio of clients from small business owners to high net worth clients, to advise them on a holistic basis across all areas of pensions, investments, protections and tax mitigation.

The successful candidate will be expected to develop strong relationships with the accountancy partners in order that new clients can be brought on board and develop new business. They will deliver a high quality, technically competent and compliant service to clients and service existing business in a timely and professional manner.

The position is supported…

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Salary/Rate
£40000 - £70000/annum OTE 
Location
Posted
09/06/2015 (15:50) 
Agency
Job Type
Permanent 
Description

We are pleased to be working with a well established firm of IFA's who require an exceptional, top performing, Independent Financial Advisor to provide independent, expert advice to UHNW, HNW and Corporate clients regarding Financial Planning, Retirement & Estate Planning, Investments and Corporate Pensions.

The candidate should be Diploma 4 Qualified and used to dealing with a range of clients including HNW, UHNW and corporate clients.

The qualities we are looking for in a candidate are the drive, desire and determination to succeed, honesty, integrity and above all outstanding communication skills.

If you are hardworking, have the right…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Chesterfield, Derbyshire  
Posted
15/06/2015 (09:00) 
Agency
Job Type
Permanent 
Description

Our client is well respected and established. They specialise in mortgages, protection, equity release and wealth management. Due to organic growth they now require a new experienced Financial Advisor to join the team.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team.

The position requires you to be level 4 diploma qualified and have a commitment to self-employed status.

You will be based in their busy office in Chesterfield and will be provided with full back office professional compliance and systems support.

To find out more apply…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£40000 - £70000/annum 
Location
Clitheroe, Lancashire  
Posted
22/06/2015 (16:51) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor
Clitheroe

A leading Financial Advice Firm based in a beautiful rural town overlooking Pendle Hill. The business comes highly recommended with 90% repeat and referral clients. Offering integrated financial planning they provide a long-term commitment to improving client’s wealth. This company has an excellent reputation of building client portfolios & establishing financial security.

This position will suit an ambitious, confident Independent Financial Advisor in the Ribble Valley, looking for a position with unlimited earning potential dependent on skill and ability. The existing team offer a very supportive…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Leeds  
Posted
29/06/2015 (10:24) 
Agency
Job Type
Permanent 
Description

The Company:

Company Fusion Limited are working with a leading Financial Advice Firm, offering business insurance, risk management, personal insurance and independent financial advice. We currently have an exciting opportunity for an Independent Financial Advisor to join their busy team in Leeds.

Independent Financial Advisor - Main Duties and Responsibilities:

- Generate new business, both from leads provided by the company and from self-generated leads.
- Service and retain existing clients as allocated to you by senior management.
- Provide all clients, existing and new, with first-class financial advice, through effective…

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Job Type
Permanent 
Applications
 
Salary/Rate
£50000 - £70000/annum 
Location
Guildford, Surrey  
Posted
Just Added!
Agency
Job Type
Permanent 
Description

Job Title: Independent Financial Advisor

Locations: Nationwide with principal hotspots in:

* Exeter / Taunton

* London

* Guildford / Gatwick / Heathrow

* Oxford

* Reading / Basingstoke / Guildford

* South Coast

* Manchester / Chester / Bury

* M62 Corridor

* Leeds

* Newcastle

All of the above hotspots have clients available for servicing

* Midlands

Salary / OTE: Average Advisor OTE £70,000 and many earning in 6 figures

Competitive commission rates

No fees

Proposition:

* Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company.

* Currently, they have 140…

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Salary/Rate
£45000 - £50000/annum 
Location
South East  
Posted
24/06/2015 (09:06) 
Agency
Job Type
Permanent 
Description

Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£50000/annum 
Location
Macclesfield, Cheshire  
Posted
23/06/2015 (16:27) 
Agency
Job Type
Permanent 
Description

IFA (Diploma/Certified) Investments, Pensions, Life Products.
Salary: £50,000.00 (OTE £75,000.00)
Hours of work 8.30 – 5.00 Monday – Friday Mainly Office based.
Location: Macclesfield/Cheshire/Wilmslow.
Job Type: Permanent
A highly successful Independent Financial Services Company is looking for an IFA with experience in the investment and pensions market. This opportunity is more than just a job; you will have the distinct chance of becoming a part owner in the company, in the near future.
YOU:-
You will be working with a highly motivated team, providing a top class service within the Financial Services Sector. You will need a good…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£70000 - £100000+/annum OTE 
Location
Leeds, West Yorkshire  
Posted
04/06/2015 (13:27) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
G557679IJB

Job Title:
Home Based HNW Independent Financial Advisor – Leeds

Salary:
Basic salary £35,000 (may pay higher dependent upon experience) Car Allowance,
Mobile Phone, Expenses, PHI, Excellent Commission Rates, OTE £75,000 - £90,000,
top IFA’s earning £130,000.

Overview:
An excellent opportunity for an experienced, fully diploma qualified IFA to join a well-known national IFA firm that has won numerous national awards over the last couple of years.

You will deal only with HNW professional clients, with ALL clients/appointments provided via the dedicated servicing team to enable the successful IFA…

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Salary/Rate
£70000 - £100000+/annum 
Location
Chester, Cheshire  
Posted
04/06/2015 (13:30) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
G557679IJB

Job Title:
Home Based HNW Independent Financial Advisor – Chester

Salary:
Basic salary £35,000 (may pay higher dependent upon experience) Car Allowance,
Mobile Phone, Expenses, PHI, Excellent Commission Rates, OTE £75,000 - £90,000,
top IFA’s earning £130,000.

Overview:
An excellent opportunity for an experienced, fully diploma qualified IFA to join a well-known national IFA firm that has won numerous national awards over the last couple of years.

You will deal only with HNW professional clients, with ALL clients/appointments provided via the dedicated servicing team to enable the successful…

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Salary/Rate
£40000/annum OTE £60,000 
Location
Central London  
Posted
19/06/2015 (20:29) 
Agency
Job Type
Permanent 
Description

Employed Financial Advisor (Pensions Focus) - Innovative Wealth Advisers
London, W1
Basic salary of £40,000 per annum, OTE £60,000

// About us

We are a well established and highly reputable firm looking to expand the Wealth arm of our business.

// The Independent Financial Advisor (Pensions Focus) Opportunity

We are currently looking for a Pensions Advisor to join their team in Central London.

The role is on a full time, employed based paying a basic salary of £35,000 with a realistic OTE of £55,000 per annum.

The role is mainly telephone based from our Central London office. Working hours are 9am to 6pm and you will be entitled to 24…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£36000 - £40000/annum + Car Allowance 
Location
Westerham  
Posted
11/06/2015 (16:36) 
Agency
Job Type
Permanent 
Description

Financial Advisor

�36,000 - �40,000 + Car Allowance

My client, an independent wealth management company are looking to recruit for a Financial Advisor

As an Financial Advisor you help build the company either on an employed or self employed basis. You will be supplied with leads, along with paraplanner and administrative support.

Duties of an Financial Advisor will include:

To promote the interests of the company and devote the whole of your time and attention to the business of the Company during normal working hours.
To perform such duties and exercise such authorities as the Company shall from time to time delegate to you.
To comply…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£36000 - £60000/annum 
Location
Posted
17/06/2015 (17:16) 
Agency
Job Type
Permanent 
Description

Job Title: Independent Financial Advisor (self employed)

Location: Swansea

OTE of circa £36,000 - £60,000+ pa

Proposition:

* A highly experienced Principal with over 20 years’ experience in financial services who founded two other highly successful Financial Advisory firms and launched this directly authorised, Independent Financial Planning firm in 2012.

* The team currently has 3 IFA’s and 2 administrators and are looking to grow by a further 3 Advisers and an administrator over the next 9 months.

* Advisers will be able to work from their prestigious new office premises.

* You will be providing bespoke financial planning solutions…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Durham  
Posted
10/06/2015 (11:07) 
Agency
Job Type
Permanent 
Description

Adecco Durham are currently recruiting for Independent Financial Advisors for a client based in Chester le Street.
My client is looking for an experienced independent FA who is sales driven and keen to succeed and grow the current business. In return the successful candidate will be salary supported for 6 months by my client then the position will be commission based. My client also offer full back office support and training
Candidates must be presentable and professional with excellent verbal communication skills.
It is essential that the candidate has a Level 4 / Diploma Qualified, strong technical knowledge to include tax and pensions…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £40000/annum £20-40k +bens 
Location
Nationwide  
Posted
12/06/2015 (14:33) 
Agency
Job Type
Permanent 
Description

My client is a leading Independent Financial Advisory firm, providing Financial Advice to both High Net Worth Individuals, Corporate and Private clients throughout the UK.

We are currently going through a massive Recruitment drive for Financial Advisers across the UK, with a specific focus on South of London, West of London, Bristol and East Midlands areas. My client is willing to consider employment on a self-employed basis and also on a salaried basis, so this would depend on the candidate and what would suit them best.

We are seeking those who have experience of working within Independent Financial Advisory firms, be it on a self…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£45000/annum Benefits 
Location
Southampton  
Posted
24/06/2015 (09:19) 
Agency
Job Type
Permanent 
Description

My client is looking for an experienced IFA to join their team in Southampton. The successful candidate will provide a first-class independent advisory service to existing and prospective clients.

The role requires management of an existing client base generating circa £200,000 of annual income due to the planned retirement of an existing Advisor. You will also be required to generate new business through referrals, repeat business and through professional connections.

The role:
*Provide a Wealth Management service to an existing Pension & Investment client base
*To increase the value of the client base through repeat and referral business…

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Location
London  
Posted
10/06/2015 (14:31) 
Agency
Job Type
Permanent 
Description

Senior Advisers within a leading City-based IFA firm are looking for bright, motivated individuals to join their Graduate Training Scheme.

The graduate will receive the training and technical support required to ensure the successful negotiation of the ‘Diploma in Financial Planning’.

This incorporates exams in RO1 – Financial Regulation & Ethics, RO2 – Investment Principles and Risk, RO3 – Personal Taxation, RO4 – Pensions & Retirement Planning, RO5 – Financial Planning and RO6 – Financial Planning Practice. Importantly, all the costs of this process are borne by the scheme.

Intensive, ongoing client-facing and advisory skills…

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Job Title
Salary/Rate
£29000 - £36000/annum benefits 
Location
Posted
05/06/2015 (14:44) 
Agency
Job Type
Permanent 
Description

My client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. The business is keen to acquire the services of a technically able Paraplanner for their office in Colchester to support significant fee producers.

Typical Tasks

To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients;
To undertake the required number of chargeable hours…

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Job Type
Permanent 
Applications
 
Salary/Rate
£29 - £36/annum 
Location
Colchester, Essex  
Posted
03/06/2015 (15:37) 
Agency
Job Type
Permanent 
Description

Job Objective:

To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients; To undertake the required number of chargeable hours for the department; To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Advisor could take.

Typical Tasks:

• Undertake complex client specific analysis such as, CGT assessment and reporting, target funding and IHT evaluation, using areas…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£24000 - £28000/annum 
Location
Colchester, Essex  
Posted
03/06/2015 (15:48) 
Agency
Job Type
Permanent 
Description

Job Objective:
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients; undertake the required number of chargeable hours for the department; To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Advisor could take.

Typical Tasks:
• Maintenance of client and portfolio records;
• Preparation of client files for annual or half yearly reviews;
• Process client new business and general client…

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Salary/Rate
£18000 - £22000/annum + Benefits + Study Support 
Location
Chesterfield  
Posted
26/06/2015 (16:15) 
Agency
Job Type
Permanent 
Description

Our client, a major independent financial services company, is looking to attract a high calibre Financial Administrator to assist a team of Independent Financial Advisor`s, Financial Planners and Directors.

The company is fully RDR compliant and offers `new model` financial advice across investments, pensions, tax planning, mortgages and protection, mainly to private clients. The role will involve preparing financial reports for clients of IFA`s and general administration work.

You will possess an excellent work ethic and be looking for a career opportunity to grow and develop with the business. It is not essential you have prior…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£28000 - £38000/annum 
Location
Knutsford, Cheshire  
Posted
12/06/2015 (17:15) 
Agency
Job Type
Permanent 
Description

A Chartered Financial Planning firm has an exciting opportunity for a qualified Financial Planner to join a growing independent firm based in Cheshire.

Seeking client-focused Chartered and/or Certified financial planner who has the ability, intellect and confidence to deal with a clientele of high net worth business owners.

The company's advisers take a holistic approach to financial planning and are longstanding users of Prestwood Professional software. With this in mind, knowledge of Prestwood or cashflow modelling would be advantageous.

Skills essential to the role:
* Interpersonal skills to develop and maintain client trust…

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Job Type
Permanent 
Applications
Less than 10  
 
Related Searches
 
Salary/Rate
£16000 - £21000/annum 
Location
Carlisle, Cumbria  
Posted
10/06/2015 (10:50) 
Agency
Job Type
Permanent 
Description

Job Title:

Financial Planning Administrator

Salary:

£16,000 - £21000

Overview:

An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Carlisle office, on a permanent basis.
Main Duties:

A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Carlisle.

Key Accountabilities will be as follows:

Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…

More

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